| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 0.53% |
10.08% |
22.03% |
|||
| Investment Funds Growth Fund | 0.30% |
8.76% |
18.38% |
17.57% |
5.62% |
8.18% |
| Investment Funds Balanced Fund | -0.08% |
7.14% |
14.18% |
13.97% |
3.96% |
5.94% |
| Investment Funds Conservative Fund | -0.31% |
4.59% |
7.46% |
8.25% |
1.19% |
2.22% |
| Homes and Income Fund | 0.35% |
2.77% |
5.72% |
| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Share Fund | 0.48% |
11.49% |
11.06% |
7.24% |
0.79% |
3.04% |
| Investment Funds NZ Bond | 0.55% |
4.45% |
5.32% |
5.68% |
0.68% |
0.10% |
| Investment Funds NZ Cash Fund * | 0.41% |
2.69% |
3.67% |
|||
| Investment Funds Hedged Global Share Fund | -1.62% |
6.97% |
22.23% |
|||
| Investment Funds Unhedged Global Share | 3.29% |
15.94% |
35.30% |
|||
| Investment Funds Hedged Global Bond | -1.25% |
2.26% |
1.85% |
These returns are to 31-12-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.